Brentmark Software, Inc.
Brentmark Software provides specialized estate planning and retirement planning software used by financial advisors and financial planning professionals across North America.
As its product portfolio and customer base expanded, Creative Faze helped Brentmark modernize how subscriptions, software licenses, renewals, product access and customer services were managed by creating a centralized digital platform supported by workflow automation and system integrations.
Growth brought increasing operational complexity. Brentmark was managing multiple software products, subscriptions, renewals, licensing, customer access and product delivery through separate systems and workflows.
Manual processes increased administrative effort, customers had limited self-service capabilities, and the organization needed to maintain connections with existing accounting and business systems. Brentmark required a more centralized and scalable approach that could simplify operations without disrupting its established software ecosystem.
Creative Faze worked with Brentmark to analyze its customer and operational workflows before designing and developing a centralized client portal that connected subscriptions, products, licensing, downloads, account management and customer resources within one digital experience.
Automation was introduced across subscription purchases, renewals, notifications and licensing workflows, while integrations with existing systems helped create a more connected operating environment.
Key Capabilities
- Centralized Client Portal - Brings customer accounts, software products, subscriptions, downloads, training materials and services together within one connected experience.
- Subscription & Renewal Automation - Automates purchases, renewals, notifications and recurring subscription activities to reduce administrative effort.
- Software Licensing & Access Management - Simplifies how customers access products while giving Brentmark greater control over licenses and account permissions.
- Business System Integration - Connects QuickBooks, OneLogin and Brentmark's existing software ecosystem to improve continuity between operational and financial systems.
- Secure Access & Single Sign-On - Centralized authentication, SSO and integrated access controls simplify user access while strengthening security and permission management.
- E-Commerce & Digital Product Delivery - Enables customers to browse, purchase and access software products through a more unified customer journey.
- Customer Learning & Media Library - Provides a centralized environment for free and premium training videos, product guidance and educational resources.
The centralized platform enabled Brentmark to support continued growth without proportionally increasing administrative complexity.
The solution helped:
- Reduce manual effort across subscription and renewal processes
- Improve operational efficiency through automation
- Expand customer self-service capabilities
- Simplify software licensing and product access
- Improve integration between operational and financial systems
- Strengthen security and access management
- Create a scalable foundation for future product and customer growth
- Centralize customer training and educational resources
Have a challenge worth solving?
Whether you’re exploring an idea, modernizing an existing system, automating a process or building something entirely new, we can help you determine the right path forward.